Seaport Res Ptn Cuts Earnings Estimates for Smurfit Westrock

Smurfit Westrock PLC (NYSE:SW) – Equities research analysts at Seaport Res Ptn lowered their FY2026 earnings per share estimates for shares of Smurfit Westrock in a research note issued to investors on Monday, October 6th. Seaport Res Ptn analyst M. Weintraub now expects that the company will post earnings per share of $3.02 for the year, down from their prior estimate of $3.59. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Smurfit Westrock’s current full-year earnings is $3.25 per share.

A number of other equities analysts also recently commented on the company. Wells Fargo & Company set a $52.00 price objective on Smurfit Westrock and gave the stock an “overweight” rating in a report on Tuesday. Barclays cut their price objective on Smurfit Westrock from $64.00 to $63.00 and set an “overweight” rating on the stock in a report on Monday, June 30th. UBS Group assumed coverage on Smurfit Westrock in a report on Monday, September 15th. They issued a “buy” rating and a $60.00 price objective on the stock. Morgan Stanley raised their price objective on Smurfit Westrock from $51.00 to $53.00 and gave the stock an “overweight” rating in a report on Tuesday, July 8th. Finally, Jefferies Financial Group upgraded Smurfit Westrock from a “hold” rating to a “buy” rating and raised their price objective for the stock from $44.00 to $55.00 in a report on Monday, June 16th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Smurfit Westrock presently has a consensus rating of “Buy” and an average target price of $57.80.

Smurfit Westrock Stock Performance

Smurfit Westrock stock opened at $43.37 on Wednesday. The stock’s 50-day moving average is $44.18 and its 200-day moving average is $43.98. The company has a market cap of $22.64 billion, a price-to-earnings ratio of 65.71 and a beta of 1.09. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.45 and a quick ratio of 0.95. Smurfit Westrock has a 12 month low of $37.01 and a 12 month high of $56.99.

Smurfit Westrock (NYSE:SW) last issued its quarterly earnings results on Wednesday, July 30th. The company reported $0.45 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.12). The business had revenue of $7.94 billion during the quarter, compared to analyst estimates of $7.88 billion. Smurfit Westrock had a return on equity of 5.90% and a net margin of 1.14%.Smurfit Westrock’s revenue for the quarter was up 167.4% on a year-over-year basis.

Smurfit Westrock Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 18th. Shareholders of record on Friday, August 15th were issued a dividend of $0.4308 per share. The ex-dividend date was Friday, August 15th. This represents a $1.72 annualized dividend and a yield of 4.0%. Smurfit Westrock’s payout ratio is currently 260.61%.

Institutional Investors Weigh In On Smurfit Westrock

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Kwmg LLC increased its holdings in Smurfit Westrock by 3.2% during the 3rd quarter. Kwmg LLC now owns 137,738 shares of the company’s stock worth $5,864,000 after purchasing an additional 4,264 shares during the last quarter. Czech National Bank increased its holdings in Smurfit Westrock by 9.4% during the 3rd quarter. Czech National Bank now owns 132,608 shares of the company’s stock worth $5,645,000 after purchasing an additional 11,390 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in Smurfit Westrock by 9.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 17,209 shares of the company’s stock worth $733,000 after purchasing an additional 1,458 shares during the last quarter. Oak Thistle LLC purchased a new stake in Smurfit Westrock during the 3rd quarter worth approximately $681,000. Finally, GAMMA Investing LLC increased its holdings in Smurfit Westrock by 18.5% during the 3rd quarter. GAMMA Investing LLC now owns 6,405 shares of the company’s stock worth $273,000 after purchasing an additional 1,001 shares during the last quarter. 83.38% of the stock is currently owned by hedge funds and other institutional investors.

Smurfit Westrock Company Profile

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.